Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,796 | $72,486-6.5% | $87,103-22.2% | $72,976-7.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.93% | 24.46%-11.5pp | 28.19%-15.3pp | 81.02%-68.1pp |
| Employer contribution / active EE | $2,041 | $1,894+7.8% | $2,521-19.0% | $2,440-16.3% |
| Participant deferral / active EE | $4,234 | $3,270+29.5% | $4,049+4.6% | $3,608+17.3% |
| Admin fee / account holder | $39 | $5,055-99.2% | $7,491-99.5% | $5,124-99.2% |